Pettee Investors’s Ameriprise Financial AMP Stock Holding History

Pettee Investors’s Portfolio AMP Stock Details AMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$640K	Sell	1,200 -250	-17%	-$133K	0.38%	66
2025 Q1	$702K	Sell	1,450 -700	-33%	-$339K	0.42%	68
2024 Q4	$1.14M	Hold	2,150	–	–	0.58%	55
2024 Q3	$1.01M	Hold	2,150	–	–	0.49%	62
2024 Q2	$918K	Hold	2,150	–	–	0.44%	69
2024 Q1	$943K	Hold	2,150	–	–	0.4%	70
2023 Q4	$817K	Sell	2,150 -250	-10%	-$95K	0.36%	74
2023 Q3	$791K	Hold	2,400	–	–	0.38%	75
2023 Q2	$797K	Hold	2,400	–	–	0.36%	76
2023 Q1	$736K	Hold	2,400	–	–	0.35%	78
2022 Q4	$747K	Hold	2,400	–	–	0.37%	75
2022 Q3	$605K	Hold	2,400	–	–	0.33%	82
2022 Q2	$570K	Hold	2,400	–	–	0.28%	87
2022 Q1	$721K	Hold	2,400	–	–	0.32%	87
2021 Q4	$724K	Hold	2,400	–	–	0.3%	86
2021 Q3	$634K	Hold	2,400	–	–	0.3%	84
2021 Q2	$597K	Hold	2,400	–	–	0.28%	88
2021 Q1	$558K	Hold	2,400	–	–	0.27%	88
2020 Q4	$466K	Hold	2,400	–	–	0.25%	87
2020 Q3	$370K	Hold	2,400	–	–	0.21%	93
2020 Q2	$360K	Hold	2,400	–	–	0.22%	92
2020 Q1	$246K	Hold	2,400	–	–	0.18%	98
2019 Q4	$400K	Hold	2,400	–	–	0.23%	95
2019 Q3	$353K	Hold	2,400	–	–	0.22%	103
2019 Q2	$348K	Hold	2,400	–	–	0.22%	100
2019 Q1	$307K	Hold	2,400	–	–	0.19%	102
2018 Q4	$250K	Sell	2,400 -600	-20%	-$62.5K	0.18%	102
2018 Q3	$443K	Hold	3,000	–	–	0.26%	95
2018 Q2	$420K	Hold	3,000	–	–	0.26%	95
2018 Q1	$444K	Hold	3,000	–	–	0.28%	98
2017 Q4	$508K	Hold	3,000	–	–	0.31%	89
2017 Q3	$446K	Hold	3,000	–	–	0.29%	94
2017 Q2	$382K	Hold	3,000	–	–	0.34%	49
2017 Q1	$389K	Hold	3,000	–	–	0.35%	47
2016 Q4	$333K	Hold	3,000	–	–	0.32%	49
2016 Q3	$299K	Hold	3,000	–	–	0.29%	55
2016 Q2	$270K	Hold	3,000	–	–	0.26%	56
2016 Q1	$282K	Buy	3,000 +500	+20%	+$47K	0.29%	51
2015 Q4	$266K	Hold	2,500	–	–	0.26%	52
2015 Q3	$273K	Hold	2,500	–	–	0.29%	47
2015 Q2	$312K	Hold	2,500	–	–	0.3%	44
2015 Q1	$327K	Hold	2,500	–	–	0.32%	46
2014 Q4	$331K	Hold	2,500	–	–	0.32%	46
2014 Q3	$308K	Hold	2,500	–	–	0.3%	47
2014 Q2	$300K	Hold	2,500	–	–	0.27%	48
2014 Q1	$275K	Hold	2,500	–	–	0.26%	48
2013 Q4	$288K	Buy	+2,500	New	+$288K	0.27%	47